SPGI icon

S&P Global

2,043 hedge funds and large institutions have $140B invested in S&P Global in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 793 increasing their positions, 793 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

5% more capital invested

Capital invested by funds: $133B → $140B (+$6.47B)

0% more repeat investments, than reductions

Existing positions increased: 793 | Existing positions reduced: 793

1% less funds holding

Funds holding: 2,0542,043 (-11)

Holders
2,043
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$911M
Puts
$668M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
2026
Pacifica Partners
Canada
$2.59K
1IA
2027
1620 Investment Advisors
Massachusetts
$2.15K
ACA
2028
American Capital Advisory
Idaho
$2.11K
CWM
2029
Cedar Wealth Management
California
$2.11K
MSFP
2030
Mark Sheptoff Financial Planning
Connecticut
$2.11K
TIM
2031
Total Investment Management
Arizona
$2.11K
PWM
2032
Proathlete Wealth Management
Florida
$2.11K
DF
2033
DecisionPoint Financial
Arizona
$1.59K
RS
2034
Rakuten Securities
Japan
$1.58K
KB
2035
Kimelman & Baird
New York
$1.58K
IAS
2036
IMA Advisory Services
Colorado
$1.58K
CTWM
2037
Cherry Tree Wealth Management
Minnesota
$1.32K
WTFG
2038
Wood Tarver Financial Group
Idaho
$1K
PEAK6
2039
PEAK6
Illinois
$975
CIA
2040
Cape Investment Advisory
Georgia
$527
WPA
2041
Wealth Preservation Advisors
Tennessee
$527
RJA
2042
Ross\Johnson & Associates
Minnesota
$527
TFA
2043
Transamerica Financial Advisors
Florida
$389
Voloridge Investment Management
2044
Voloridge Investment Management
Florida
Westfield Capital Management
2045
Westfield Capital Management
Massachusetts
N
2046
Natixis
France
CF
2047
Corebridge Financial
Texas
ADEF
2048
Adams Diversified Equity Fund
Maryland
AIM
2049
Artemis Investment Management
United Kingdom
DSAM
2050
Dock Street Asset Management
Florida